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Toll Brothers
TOL

574 hedge funds and large institutions have $9.92B invested in Toll Brothers in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 179 increasing their positions, 218 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 50

33% more capital invested

Capital invested by funds: $7.45B → $9.92B (+$2.47B)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

11% more funds holding

Funds holding: 516 → 574 (+58)

0.51% less ownership

Funds ownership: 93.21% → 92.7% (-0.51%)

18% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 218

41% less call options, than puts

Call options by funds: $180M | Put options by funds: $305M

Holders
574
Holders Change
+58
Holders Change %
+11.24%
% of All Funds
8.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
117
Increased
179
Reduced
218
Closed
50
Calls
$180M
Puts
$305M
Net Calls
-$125M
Net Calls Change
-$37.4M

Top Buyers

1
Man Group
Man Group
United Kingdom
+$38.7M
2
MCM
Marsico Capital Management
Colorado
+$37.7M
3
Morgan Stanley
Morgan Stanley
New York
+$37.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$31M
5
Bank of America
Bank of America
North Carolina
+$27M

Top Sellers

1
BlackRock
BlackRock
New York
-$162M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$60.1M
3
Millennium Management
Millennium Management
New York
-$50M
4
Holocene Advisors
Holocene Advisors
New York
-$48.1M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$46.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
426
Atria Wealth Solutions
New York
$268K +$217K +2,606 New
DT
427
Diversified Trust
Tennessee
$265K +$215K +2,582 New
BNP Paribas Asset Management
428
BNP Paribas Asset Management
France
$265K +$215K +2,575 New
ECM
429
Evergreen Capital Management
Washington
$260K +$211K +2,534 New
DWM
430
Darwin Wealth Management
Florida
$259K -$20.9K -251 -9%
RJT
431
Raymond James Trust
Florida
$258K +$209K +2,514 New
PCMH
432
Polymer Capital Management (HK)
Hong Kong
$257K +$208K +2,500 New
IC
433
IEQ Capital
California
$256K +$208K +2,493 New
William Blair Investment Management
434
William Blair Investment Management
Illinois
$252K -$83.4K -1,001 -29%
OA
435
Oracle Alpha
Ontario, Canada
$250K +$202K +2,429 New
AIM
436
Aigen Investment Management
New York
$249K -$755K -9,061 -79%
LNC
437
Lincoln National Corp
Pennsylvania
$249K +$202K +2,423 New
C
438
Covestor
United Kingdom
$243K +$47.5K +570 +32%
SWP
439
Stratos Wealth Partners
Ohio
$241K +$196K +2,348 New
CCIA
440
Campbell & Co Investment Adviser
Maryland
$240K +$194K +2,330 New
VF
441
Vest Financial
Virginia
$238K +$193K +2,312 New
MC
442
Moors & Cabot
Massachusetts
$236K +$192K +2,299 New
CT
443
Caldwell Trust
Florida
$236K +$78.7K +945 +70%
HCA
444
Harbour Capital Advisors
Virginia
$235K +$198K +2,375 New
VIM
445
Vinva Investment Management
Australia
$221K -$149K -1,793 -55%
Cetera Investment Advisers
446
Cetera Investment Advisers
Illinois
$220K +$179K +2,144 New
HI
447
Harbour Investments
Wisconsin
$219K -$12.3K -148 -6%
FHA
448
Flagship Harbor Advisors
Massachusetts
$218K +$177K +2,121 New
OFW
449
Omnia Family Wealth
Florida
$217K -$321K -3,849 -65%
AFG
450
Atomi Financial Group
New York
$211K +$171K +2,048 New
16 17
18
19 20

TOL Hedge Fund Activity: Q4 2023 in Review

574 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q4 2023, worth a combined $9.92B — up 33% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new TOL positions and 50 closed out — a net gain of 67 holders — while 179 added to existing stakes and 218 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $38.7M. The largest seller was BlackRock, cutting an estimated $162M.

  • 574 institutional investors held Toll Brothers (TOL) as of Q4 2023, up from 516 in Q3 2023.
  • Funds reported $9.92B of Toll Brothers stock for Q4 2023, up 33% quarter-over-quarter.
  • 117 funds opened new Toll Brothers positions in Q4 2023 and 50 closed out, a net change of +67 holders.
  • The largest Toll Brothers buyer in Q4 2023 was Man Group, an estimated $38.7M added.
  • The largest Toll Brothers seller in Q4 2023 was BlackRock, an estimated $162M sold.

Based on aggregated 13F filings for Q4 2023.